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Some Of You Still Don't Get It

phasersonstun2

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I use the word "some" because there are those who are aware of the situation and those who only want to put the new airline away. Obviously, the folks with the scratch have spoken. Like it or not, the new U WILL survive. It's also true that this airline has another transaction ahead of it. Whan all is said and done, the largest LCC in the free world will be a template for the future. It's got a long way to go, but look how far we've come.
 
I use the word "some" because there are those who are aware of the situation and those who only want to put the new airline away. Obviously, the folks with the scratch have spoken. Like it or not, the new U WILL survive. It's also true that this airline has another transaction ahead of it. Whan all is said and done, the largest LCC in the free world will be a template for the future. It's got a long way to go, but look how far we've come.
What is the other transaction ?
 
What is the other transaction ?
One more merger. I bet doug is shopping as we speak. My bet is UAL or Alaska. Maybe NW but I think if Delta wants to survive they should hook up with NW. I'm sure some at UAL are rolling there eyes at a merger with U but its gonna be U or Continental so take your pick.(if it makes you feel any better i'm sure they will call it United).
 
One more merger. I bet doug is shopping as we speak. My bet is UAL or Alaska. Maybe NW but I think if Delta wants to survive they should hook up with NW. I'm sure some at UAL are rolling there eyes at a merger with U but its gonna be U or Continental so take your pick.(if it makes you feel any better i'm sure they will call it United).
yeah and expand too much too soon become another huge canary like UAL.they haven't even fixed the east coast debacle that U never could.....i'm very wary here .to many times of sticking the neck out.
 
If NW and DL were to ever hookup plus the size of American already, it would leave UA, CO and US scrambling to hookup with someone. If the industry consolidates like most socalled experts think then we can't possibly stay the same size after the HP merger. Interesting in the future to say the least. Also just a quick blip, how are we 5th largest when Southwest has over double our aircraft.... They move around the same amount of pax as American or not far behind right?
 
Its based on number of seats, not number of aircraft..... My guess is that U/HP have more seats than SWA? Had the fleets remained what they once were, the combined airline would have had 550+ aircraft.

SH
 
Pretty much right on, SWS. Actually based on available seat miles, though several other measuring sticks yield the same result. WN enplanes the most domestic passengers, quite possibly has the most domestic ASM's, etc, but the lack of an international operation hurts when you look at total, not just domestic.

Jim

[Edit to add...]

Oops, slightly off - LCC's ranking wouldn't be the same on several yardsticks. According to Air Transport World data for Jan thru Apr 2005, the rankings are:

ASM's - #5 (just above WN)
RPM's - #5 (just above CAL)
Passengers - #4 (just above UAL)

Note that the period covered is before US/East started shedding airplanes, so the rankings may be different by now.
 
If NW and DL were to ever hookup plus the size of American already, it would leave UA, CO and US scrambling to hookup with someone. If the industry consolidates like most socalled experts think then we can't possibly stay the same size after the HP merger. Interesting in the future to say the least. Also just a quick blip, how are we 5th largest when Southwest has over double our aircraft.... They move around the same amount of pax as American or not far behind right?


If NW and DL were to hook up? The writing is all over the wall.... they both filed bankruptcy on the same day in the same bankruptcy court! I don't think there's any if about it.

-DCAflyer
 
yeah and expand too much too soon become another huge canary like UAL.they haven't even fixed the east coast debacle that U never could.....i'm very wary here .to many times of sticking the neck out.
Yea I agree about expanding to fast but we may not have a choice. Just have to wait and see. I hope its UAL though I have always liked UAL. I still think we would be great together.
 
Some Of You Still Don't Get It..

Same low fares
Same number of competitors
Same high fuel costs

Same old industry that just keeps losing money year after year.

There is no exit, therefore the market mechanism that usually fixes broken markets like the airlines cannot work as a free market would have it.. -1 plus -1 = -2, not +2. You'll see..
 
It's also true that this airline has another transaction ahead of it. Whan all is said and done, the largest LCC in the free world will be a template for the future. It's got a long way to go, but look how far we've come.

UAL and AS and even NW are thrown around, but how about Hawaiian? Expands Pacific service. You get very needed widebody aircraft. You don't have to lose the US name. Still fits into the Star Alliance.
 
Not a lot of system overlap, great feed, same low fare mentality.....can't see why it wouldn't work....besides fleet commonailty issues.
 
I hope there's not another merger soon for one simple reason - Doug & company will have their hands full getting a handle on the East operation.

They have to accomplish what 2 bankruptcies and over $3.5 billion per year in concessions from employees, vendors, and leasors haven't - produce a low cost carrier. From 2Q01 thru 2Q05 the "old" US managed to reduce system CASM from 12.13 cents to 11.54 cents. Note that this is before the recent hurricane induced spike in fuel prices.

Since East accounts for about 2/3 of the total "new" US ASM's, Doug has his work cut out if he's going to get CASM down to HP's former level.

Jim
 
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